KESTRA PRIVATE WEALTH SERVICES, LLC
Position in AEP — American Electric Power Co Inc
CIK 1649451
AUSTIN, TX
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,765,335
+$392,610 QoQ
Shares Held
56,760
+0.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#354
of 1,968 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $75,359,532 across 22 Utilities - Regulated Electric names. AEP ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
278,369 | $24,432,447 | |
| 2 | DUK |
Duke Energy CORP
|
77,585 | $9,820,709 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
56,760 | $7,765,335 | |
| 4 | SO |
Southern Co
|
75,860 | $7,260,560 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
36,622 | $4,276,350 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
40,649 | $3,299,072 | |
| 7 | ETR |
Entergy Corp /De/
|
26,034 | $2,990,265 | |
| 8 | D |
Dominion Energy, Inc
|
40,172 | $2,743,345 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,765,335 | 56,760 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,372,725 | 56,246 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,827,306 | 50,536 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,622,975 | 49,982 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,302,239 | 51,101 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,054,939 | 46,261 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,095,934 | 44,410 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,669,120 | 45,508 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,099,826 | 46,727 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,946,737 | 45,839 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,381,675 | 41,636 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,863,174 | 38,064 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,353,642 | 27,953 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,363,283 | 25,973 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,293,517 | 24,155 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,425,095 | 28,052 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,496,838 | 26,025 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,581,249 | 25,872 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $2,110,724 | 23,724 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,907,811 | 23,501 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,963,756 | 23,215 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $1,535,102 | 18,124 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,568,890 | 18,841 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $1,499,173 | 18,343 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||